Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 02-13-2024 | 12-31-2023 | 1104 | 5,713,785,252 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN CA QUALTY MUN INCOME | COM | 351 | $1,860,966 | 167,806 | 0.00 | 0.00 | -1,520 | -0.90 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 352 | $1,857,478 | 37,202 | 0.00 | 0.00 | 1,115 | 3.09 | 12-31-2023 |
| TEXAS INSTRS INC | COM | 353 | $1,856,604 | 10,892 | 0.00 | 0.00 | -3,650 | -25.10 | 12-31-2023 |
| NABORS INDUSTRIES LTD | SHS | 354 | $1,825,655 | 22,365 | 0.00 | 0.00 | -30 | -0.13 | 12-31-2023 |
